China’s Five-Year Plan to Target Fixes to Commodities Supply

Chinese leaders will launch a pivotal five-year plan this week that’ll help shape global commodities markets through the end of the decade. Their fixes targeting supply will be as important as the impact of their decisions on demand.

As the world’s biggest buyer of raw materials, China’s annual GDP goal, plans to stimulate the economy, and any steps to support favored sectors, from clean energy to artificial intelligence, should give relatively straightforward clues on where consumption is likely to expand.